Cornerstone Planning Group
SPYM icon

Cornerstone Planning Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cornerstone Planning Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.35M Buy
14,685
+1,232
+9% +$110K 0.17% 63
2026
Q2 		$1.18M Buy
13,453
+367
+3% +$31.3K 0.15% 63
2026
Q1 		$1.11M Buy
13,086
+10,424
+392% +$834K 0.15% 66
2025
Q4 		$218K Buy
2,662
+1,784
+203% +$142K 0.03% 131
2025
Q3 		$94.6K Buy
878
+620
+240% +$46.8K 0.02% 219
2025
Q2 		$19K Sell
258
-67
-21% -$4.5K ﹤0.01% 432
2025
Q1 		$20.5K Buy
325
+69
+27% +$4.77K ﹤0.01% 407
2024
Q4 		$18.1K Hold
256
– – ﹤0.01% 326
2024
Q3 		$17.5K Sell
256
-2,176
-89% -$142K ﹤0.01% 318
2024
Q2 		$148K Sell
2,432
-2,027
-45% -$125K 0.04% 98
2024
Q1 		$268K Sell
4,459
-6,497
-59% -$380K 0.08% 62
2023
Q4 		$612K Buy
10,956
+30
+0.3% +$1.57K 0.2% 34
2023
Q3 		$549K Buy
10,926
+10
+0.1% +$523 0.21% 41
2023
Q2 		$569K Buy
+10,916
New +$539K 0.22% 46
2022
Q4 		$94.3K Buy
+2,063
New +$93.2K 0.04% 164

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Cornerstone Planning Group's SPYM Position: Q3 2026 in Review

Cornerstone Planning Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.2% in Q3 2026, buying an estimated $110K and bringing the position to 14,685 shares worth $1.35M. The position accounts for 0.17% of the portfolio, ranked #63.

Cornerstone Planning Group first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 521 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Cornerstone Planning Group held 14,685 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.35M as of Q3 2026.
  • Cornerstone Planning Group bought 1,232 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $110K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Cornerstone Planning Group's portfolio in Q3 2026, its #63 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.